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Where is Your Next Sale?

Sage CRM and Mobile software solutions will give your team all the tools they need to manage the entire sales cycle. The customer experience is the next competitive battleground. Customer loyalty is priceless. You need more than just great sales, marketing and customer service to manage all your customer interactions and be successful; you need social interaction and collaboration; you need mobile access anytime, anywhere; and you need maximum productivity and efficiency across your entire business.

Solutions:

Sage CRM is specifically designed to help small and medium sized businesses like yours. It is easy to use and adapt to how you work, both now and in the future. It is easy to deploy, install, manage, learn and maintain for companies who want to focus on their business not on their software. When combined with Sage ERP, you can enjoy better business insight for both sales management and customer support.

Sage Mobile Sales is a convenient and intuitive tablet app that empowers field salespeople to close bigger deals through up-sell, cross-sell, and repeat sales and leave an impression with customers. The smart online catalog presents a product portfolio in a visually stunning and meaningfully organized manner on an iPad and uses real-time Sage ERP inventory visibility to increase the percentage of closing sales immediately. Email quotes and orders while onsite as they are generated and get paid faster by taking payment while onsite or process it on account.

Get the Deal in the Door

Sage CRM and Sage Sales Order provides you with the ability to optimize your entire sales and distribution workflow. Empower your team so that when a customer calls to place an order, you can close more sales answering all their questions with the powerful information at your fingertips Your sales representatives get complete, up-to-the-minute information at their fingertips to answer every customer question, including the availability of specific units in inventory, item pricing, quantity pricing, and more.

Solutions:

Sell more to existing customers using great solutions built for sales people, both in the field and in the office, that make it easier and faster to process orders and manage the sales process. Get new customers when you expertly track prospect information, and utilize the strong brand you’ve established by providing a great customer experience. Increase your revenue and improve your close rates by providing customers with all the information they need to make an immediate buying decision.

Sales Order provides you visibility of inventory availability with item details down to lot and serial number and pricing information with options for quantity pricing, discounts if combined with other items, and unique pricing that may be set up for a specific customer. Encourage large purchases across multiple product lines or by combining specific items, colors, or sizes. You can even suggest alternative products if you’re out of stock on what they want. Customer account information can be accessed to streamline your ordering workflow, for status, credit limits, previous orders, and to confirm the customer’s mailing address and shipping addresses.

Right Stock at the Right Time

Sage 100cloud Inventory and Purchase Order Management enables you to select the right vendors so you have the products on hand that your customers want to buy, when they want to buy them. Distributors face an ever-present dilemma: Out-of-stock items as well as overstocked items in inventory can be devastating to your business. Additionally, an overstated or understated inventory valuation can result in incorrectly reported assets within your financial statements. Inventory Management offers comprehensive reporting capabilities to keep you on top of inventory status.

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Sage 100cloud Inventory Management provides precise control and safeguarding of your inventory. Rely on timely and accurate inventory information from location and movement to valuation. Access accurate and meaningful information the way you want to see it on receipt of goods, movement of goods within or between locations, and the sale, removal, or other disposition of goods. Utilize kitting capabilities, lot and serial tracking, and the precise valuation and status of goods remaining in inventory at any point in time.

When your on-hand quantity falls below a specified minimum level, Sage 100cloud automatically generates a purchase order according to your specifications to the correct vendor to ensure that you never run out of key items. Process partial receipts, update your inventory records when goods are received, and monitor cost variances between goods received and goods invoiced.

Get It Out the Door

Although distributors always seek to minimize inventory whenever possible, warehouse management remains a fundamental component of distributor-centered ERP. Sage 100cloud can provide distributors with snapshots of inventory on hand, facilitate sampling and quality control measures, and automate replenishment on fixed schedules or based on demand. Well organized warehouses with automated Pick-Pack-Ship and integrated shipping tools will insure on time delivery and happy customers.

As customer orders are filled and completed, Sales Order information flows through the Sage 100cloud system so you can properly invoice and ship orders. And with the pick, pack, and ship features, your warehouse staff can identify the package each item is in, print a packing list, and enter carrier tracking numbers for your customer service personnel. Affix all finished shipping cartons with shipping labels and, if appropriate, COD tags that include billable freight. All original sales order information can be recalled, allowing you to enter exact quantities shipped and backordered. To deliver extraordinary customer service, set up your system to keep your customers informed, emailing order confirmations, tracking information, and more.

Reduce costs while processing shipments accurately and on time, every time—Sage 100cloud Shipping provides a flexible solution that can help you streamline shipping activities for all Parcel Carriers, Less than Truckload (LTL) shipments, Truck Load, and Company Vehicles. Take advantage of full visibility across all your locations into your shipping process through a single web-based platform for Shipment Creation/Cancelation, Address Validation, Multi-Carrier Rate Shopping, Carrier Label Printing, Tracking, and Proof of Delivery.

Legendary Customer Service

Good service is good business. Being on par in terms of price and quality only gets you into the game. Service wins the game. Supporting excellent customer service from within an easy to use dashboard, you can seamlessly manage everything from case tracking and management to web self-service, all supported by powerful workflow and automation.

Solutions:

Designed to help you manage and resolve customer queries and issues efficiently and effectively, Sage CRM delivers powerful customer support software in an easy-to-use solution. With its intuitive dashboard and integration with leading Sage ERP systems, it delivers real time customer information from both front and back office systems to your customer service team. Customer service staff will have access to a 360 degree view of every customer, supporting your ability to make every interaction informative and effective.

Full integration with Accounts Receivable, Sales History, Shipping and CRM allows your Customer Service Team to quickly respond to all questions that your customers may ask. Easy drill down screens will provide summarized purchase and profitability history, month over month and year-over-year along in addition to detailed product sales. Customer preferences and nomenclature are easily stored and retrieved.

Does your customer want credit, a replacement, a substitution, or a repair? The RMA module makes it easy to process the request. And when a customer has an urgent replacement need, RMA even lets you easily create a cross-shipment entry. This gives you an accurate record of items shipped before returns are received and one more opportunity to build 100 percent customer satisfaction.

Cash is King

Sage Accounts Receivable

Accounts Receivable quickly and easily accumulates and presents the information you need for effective cash management in an intuitive format. Streamline how you manage your customers who have corporate and branch accounts utilizing powerful National Accounts features. Efficiently track and bill the parent company for goods and services you sell and provide to the branch—while still keeping a unique customer account for each entity.

Count the Beans

Sage 100cloud offers a complete suite of financial modules that are fully integrated with the operational centers of your business. Invoicing from Sage Sales Orders send revenue numbers directly to the General Ledger as well as cost of goods sold. Additions to inventory levels from Sage Purchasing and Receiving book entries to insure appropriate balance sheet accounts and Accounts Payable liabilities are maintain in perfect balance.

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Sage General Ledger module allows you to use your current chart of accounts or create a new chart of account structure from over a dozen industry-specific selections, making implementation quick and easy. General Ledger uses our exclusive dual grid entry for quick, efficient, and accurate data entry. Productivity features include: automated allocations, automated recurring entries, multiple budgeting “buckets” and automated reversing entries just to name a few.

Beyond recording transactions and obligations to vendors and creditors, Accounts Payable offers you flexible cash disbursement and check writing capabilities and takes advantage of discounts offered for invoices paid by the discount due date. The informative financial reports, including payables aging and future cash requirements, give you valuable business insights for more informed decision-making. Productivity features of the Accounts Payable include accounting by department or division; access multiple bank accounts; and audit changes to the vendor master-file, use tax, positive pay, and freight allocation.

The Bank Reconciliation module for Sage 100cloud automates and simplifies the monthly reconciliation process, detects unrecorded transactions between books and banks, locates the errors and differences, records the corrections, and reconciles your books to the bank statements, all in a solution that is easy to use and implement. Even more important, Bank Reconciliation gives you insights behind the numbers to better manage and direct cash flow, helping you to view and forecast cash flow activities with registers, reports, and analyses. You can project an estimated cash flow when you link it to your Accounts Receivable, Accounts Payable, Payroll, and Purchase Order modules.

Take control of the budget process and bring strategic insight to business planning with Sage Budgeting and Planning, an enterprise-wide, purpose-built budgeting and planning application. Whether you need to allocate a revenue target or cost projection from the top down, or consolidate several different budget plans from the bottom up, Sage Budgeting and Planning accommodates your organizational structure and provides a purpose-built solution. Strong management capabilities allow for seamless integration of budget submissions from multiple departments, using “Plan Sheets” that have a familiar spreadsheet look and feel.

It’s Crystal Clear: Dashboards and Scorecards

Right information! Right now! That is the pinnacle of all business software solutions, Business intelligence can bring visibility into the organization at granular levels and help link different aspects together. Sage 100cloud provides many methods to access data – pick the one that make the most sense for the task at hand:

A Smoke Detector for your Business

Alerts and Workflow

Every organization has critical information and transactions that need monitoring. A prospect who has not been followed up with, a contract that is about to expire, a pricing error. Sage Alerts and Workflow, monitors all your business data—both within Sage and beyond. Providing every organization with much-needed exception management, Sage Alerts and Workflow identifies and responds to conditions that fall outside of an organization’s standard operating procedures and enables organizations to avoid saying, “If only we had known.”

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